|
1
|
LPL Financial
San Diego,
California
|
$20.6M
|
+$8.11M
|
+187,077
|
+79%
|
|
|
2
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$20M
|
+$1.66M
|
+38,353
|
+10%
|
|
|
3
|
Portfolio Strategies
Monsey,
New York
|
$17.8M
|
+$15.9M
|
+367,006
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14M
|
-$2.08M
|
-47,994
|
-14%
|
|
|
5
|
|
$9.48M
|
+$7M
|
+161,393
|
+477%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.57M
|
–
|
–
|
–
|
|
|
7
|
Cardan Capital Partners
Denver,
Colorado
|
$2.68M
|
+$2.39M
|
+55,094
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.07M
|
+$1.4M
|
+32,388
|
+316%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.07M
|
–
|
–
|
–
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.99M
|
+$677K
|
+15,617
|
+61%
|
|
|
11
|
Spire Wealth Management
Mclean,
Virginia
|
$1.77M
|
+$1.58M
|
+36,465
|
New
|
|
|
12
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.62M
|
–
|
–
|
–
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$1.37M
|
+$1.22M
|
+28,247
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.26M
|
-$1.28M
|
-29,500
|
-53%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.24M
|
+$833K
|
+19,213
|
+300%
|
|
|
16
|
Fermata Advisors
Sonoma,
California
|
$931K
|
+$835K
|
+19,249
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$918K
|
+$384K
|
+8,861
|
+88%
|
|
|
18
|
|
$641K
|
-$5.07K
|
-117
|
-0.9%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$493K
|
+$62.4K
|
+1,439
|
+17%
|
|
|
20
|
Institute for Wealth Management
Denver,
Colorado
|
$473K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$460K
|
-$878K
|
-20,260
|
-68%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$443K
|
+$396K
|
+9,123
|
New
|
|
|
23
|
Armbruster Capital Management
Pittsford,
New York
|
$442K
|
–
|
–
|
–
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$358K
|
–
|
–
|
–
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$358K
|
+$320K
|
+7,373
|
New
|
|
